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Evercore
EVR

Overview Fund Activity

361 hedge funds and large institutions have $3.97B invested in Evercore in 2018 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 126 increasing their positions, 142 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
361
Holders Change
-4
Holders Change %
-1.1%
% of All Funds
8.27%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.02%
New
42
Increased
126
Reduced
142
Closed
43
Calls
$5.88M
Puts
$14.6M
Net Calls
-$8.68M
Net Calls Change
+$2.25M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$383M
2
FCM
Frontier Capital Management
Massachusetts
$91.1M
3
Wells Fargo
Wells Fargo
California
$109M
4
APG Asset Management
APG Asset Management
Netherlands
$55.4M
5
JCM
Junto Capital Management
New York
$18.6M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
$99.3M
2
DCM
Daruma Capital Management
New York
$33.7M
3
Deutsche Bank
Deutsche Bank
Germany
$15.9M
4
Prudential Financial
Prudential Financial
New Jersey
$56.2M
5
Aberdeen Group
Aberdeen Group
United Kingdom
$53.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Squarepoint
101
Squarepoint
New York
$5.85M -$2.15M -21,368 -27%
Lazard Asset Management
102
Lazard Asset Management
New York
$5.61M +$5.48M +54,523 +4,451%
Fisher Asset Management
103
Fisher Asset Management
Washington
$5.4M +$118K +1,169 +2%
Allianz Asset Management
104
Allianz Asset Management
Germany
$5.35M +$2.4M +23,883 +81%
ERSOT
105
Employees Retirement System of Texas
Texas
$5.23M – – –
RJA
106
Raymond James & Associates
Florida
$5.19M +$2.3M +22,919 +80%
DCM
107
Dupont Capital Management
Delaware
$5.11M -$531K -5,278 -9%
VIA
108
Vident Investment Advisory
Georgia
$4.91M -$31.9K -317 -0.6%
NIP
109
Nicholas Investment Partners
California
$4.89M -$713K -7,091 -13%
AllianceBernstein
110
AllianceBernstein
Tennessee
$4.86M -$1.83M -18,230 -27%
Legal & General Group
111
Legal & General Group
United Kingdom
$4.83M +$171K +1,698 +4%
BNP Paribas Financial Markets
112
BNP Paribas Financial Markets
France
$4.76M -$386K -3,835 -7%
CEP
113
Chicago Equity Partners
Illinois
$4.29M -$3.19M -31,710 -43%
Acadian Asset Management
114
Acadian Asset Management
Massachusetts
$4.11M -$3.32M -33,003 -45%
OSAM
115
O'Shaughnessy Asset Management
Connecticut
$4.1M -$148K -1,475 -3%
Nordea Investment Management
116
Nordea Investment Management
Sweden
$4.1M +$913K +9,079 +29%
UBS Group
117
UBS Group
Switzerland
$4.07M +$372K +3,698 +10%
PC
118
Pier Capital
Connecticut
$3.98M -$3.11M -30,942 -44%
New York State Teachers Retirement System (NYSTRS)
119
New York State Teachers Retirement System (NYSTRS)
New York
$3.79M -$10.1K -100 -0.3%
CIP
120
Chartwell Investment Partners
Pennsylvania
$3.72M +$5.13K +51 +0.1%
Asset Management One
121
Asset Management One
Japan
$3.71M -$606K -5,997 -14%
HIS
122
Horizon Investment Services
Indiana
$3.61M -$270K -2,682 -7%
State Board of Administration of Florida Retirement System
123
State Board of Administration of Florida Retirement System
Florida
$3.61M +$57.2K +569 +2%
MOACM
124
Mutual of America Capital Management
New York
$3.6M +$19.1K +190 +0.5%
TG
125
TCW Group
California
$3.48M +$12.5K +124 +0.4%
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